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YWP
YorkBridge Wealth Partners’s
Halliburton
HAL
Stock Holding History
YorkBridge Wealth Partners’s Portfolio
HAL Stock Details
HAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-922
Closed
-$21K
–
371
2019
Q2
$21K
Hold
922
–
–
0.01%
467
2019
Q1
$27K
Hold
922
–
–
0.01%
423
2018
Q4
$25K
Sell
922
-1,700
-65%
-$57.4K
0.01%
409
2018
Q3
$108K
Hold
2,622
–
–
0.05%
270
2018
Q2
$118K
Sell
2,622
-504
-16%
-$25.1K
0.05%
265
2018
Q1
$157K
Hold
3,126
–
–
0.07%
209
2017
Q4
$156K
Sell
3,126
-39
-1%
-$1.72K
0.08%
208
2017
Q3
$146K
Buy
3,165
+2,243
+243%
+$94K
0.08%
210
2017
Q2
$40K
Hold
922
–
–
0.02%
397
2017
Q1
$42K
Hold
922
–
–
0.02%
389
2016
Q4
$46K
Buy
+922
New
+$46K
0.03%
364
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Sanders Capital
West Palm Beach, Florida
$83.9B AUM
37.89%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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